See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,043 | $73,004-53.4% | $90,749-62.5% | $68,494-50.3% |
| Participation rate | 95.5% | 70.8%+24.6pp | 75.7%+19.8pp | 67.9%+27.6pp |
| Annual return | -16.05% | -13.81%-2.2pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,682 | $2,193+159.1% | $2,921+94.5% | $2,596+118.8% |
| Participant deferral / active EE | $2,018 | $3,627-44.3% | $4,564-55.8% | $4,027-49.9% |
| Admin fee / account holder | $544 | $5,896-90.8% | $8,445-93.6% | $5,403-89.9% |